With Interactions, you can log and track every customer touchpoint (such as phone calls, emails, visits, etc.) directly against a Tribe record. Keeping a clear record of your customer touchpoints helps you stay on top of relationships, spot neglected accounts before they go cold, and give managers an accurate picture of team activity. Whether you are a sales rep logging a call after a meeting or a manager reviewing your team's activity this month, Interactions gives you a single, reliable source of truth for all customer contact. By following this guide, you will learn how to log interactions, view your interaction history, use the Last Interaction link, and make sense of the Interactions dashboard widgets.
Already tracking customer contact with a custom activity? If your team has been using a custom activity type, such as a Contact Moment, Touchpoint, or similar, you can now switch to Interactions. It replaces your custom setup with a native, fully supported solution, including built-in tracking, list view columns, and dashboard widgets. See Moving from a Custom Activity to Interactions below to get started.
Table of Contents
What Does Interactions Do?
How to Log an Interaction
How to Use Interaction Fields and the Last Interaction Link
How to Use Interaction Widgets on Your Dashboard
How to Configure Interaction Types (Admins)
Tips and Best Practices
What Does Interactions Do?
Interactions gives you a complete, chronological record of every customer touchpoint, built up automatically as your team logs their activity. At a glance, you can see which accounts are active, which need attention, and how your team's outreach is tracking over time.
Interactions includes the following:
A Quick-log form on any record, so reps can record a touchpoint in seconds
A Last Interaction computed field, available as a column in list views
Dashboard widgets showing interaction volume per rep, per type, and per period
Note: Interactions is designed to record touchpoints that have already happened. It is separate from Tasks, which are for future to-dos.
How to Log an Interaction
A number of standard activity types are already tagged as Interactions by default. These are Appointment, Email, and Phone Call. This means you will immediately be able to log these activities as an Interaction. You can adjust which activity types are tagged as Interactions in Configuration. To remove a standard type or add your own custom activities. See How to Configure Interaction Types (Admins) below for more details.
Open a record in Tribe where you want to log the Interaction, such as a Contact, a Sales Opportunity, etc.
Click Activity and select the relevant Interaction.
Enter a Subject to describe the touchpoint briefly.
Confirm or adjust the Date of the interaction.
Optionally, add a Description or note with any relevant context.
Click Save to record the interaction.
The interaction will appear immediately in the record's Activity timeline and will update the Interaction Date field on that contact or company.
Did you know? You can backdate interactions if you are logging a touchpoint that happened earlier. Simply adjust the Date field before saving.
How to Use Interaction Fields and the Last Interaction Link
Every logged interaction has three fields that you can use to filter, segment, and report on your activity:
Interaction Date — when the touchpoint took place
Interaction Type — the type of touchpoint, such as Phone Call, Email, or Appointment
Interaction Owner — the person assigned to the interaction
These fields sit at activity level. You can add them as columns in an activity list view to segment your interactions — for example, to see a timeline of all Phone Calls logged this month — and use them in dashboard widgets.
The Last Interaction link works differently. It sits at organisation or relationship level and links to the most recent interaction logged against that record. When added as a column in an organisation or relationship list view, it displays what the last interaction was. Add the Interaction date as a column to view when this contact was last contacted.
To add interaction fields to an activity list view:
Open an Activity list view.
Click the Settings icon, then the + icon to add columns.
Search for and select Interaction date, Interaction type, or Interaction owner as needed.
Save the view.
To add Last Interaction as a column in an organisation or relationship list view:
Open your Organisations or Relationships list view.
Click the Settings icon, then the + icon to add columns.
Search for and select Last Interaction.
Navigate to the tab Connections. Find Last interaction in the list and select Interaction date, Interaction type and or Interaction owner to add the fields to the list view.
Save the view. The column will display the date of the most recent logged interaction for each record.
How to Use Interaction Widgets on Your Dashboard
Tribe CRM includes standard dashboard widgets for Interactions, giving managers and reps a quick overview of activity levels.
Navigate to your Dashboard.
Click Add Widget or the widget configuration option.
Browse the Interactions widget category.
Select from the available widgets:
Interaction Volume by Rep: shows how many interactions each team member has logged over a given period
Interaction Volume by Type: breaks down touchpoints by interaction type (calls, visits, emails, etc.)
Interactions This Week / This Month: a summary count for the current period
Click Save to add it to your dashboard.
How to Configure Interaction Types (Admins)
Admins control which activity types in Tribe CRM are counted as interactions. Standard interaction types (Appointment, Call, and Email) are enabled by default. Administrators can disable these default types or enable custom activities to better align with their organisation's workflow.
Navigate to Configuration.
Open Activities.
Select the activity type you want to mark as an interaction.
Enable the Count as an Interaction toggle.
Tribe will Save the changes automatically.
Note: The first time you activate an activity type as an interaction, you'll be asked whether to apply this retroactively to existing records. Select Apply to all if you do. If you'd rather not apply it retroactively, click the x-icon to dismiss the message.
Note: The Interaction type will be automatically filled in with the Activity type you initially selected. However, you can select multiple Activities as the same Interaction type. Click on the field to select another Interaction type.
Moving from a Custom Activity to Interactions
If your team has been logging customer touchpoints using a custom activity type, whether you've called it a Contact Moment, Touchpoint, Customer Visit, or something else, you can now move to Interactions. Interactions gives you a native, fully supported solution with more functionality built in.
To make the switch, your admin can map your existing custom activity type to an Interaction type in Configuration > Activities. Once mapped, all new activities of that type will count as Interactions and contribute to the Last Interaction link on your Organisation and Relationship records. On first activation, your admin can apply this retrospectively to carry over your historical data. This option is only available once, so we recommend selecting it.
Once the mapping is in place, start directing your team to log touchpoints using the standard Interaction types and retire the custom activity type in Configuration to keep your data clean.
Note: Until your admin maps the custom activity type in Configuration, any activity logged under that type will not appear in Interactions reporting or count towards the Last Interaction link.
Tips and Best Practices
Log interactions promptly. The sooner a touchpoint is recorded, the more accurate your Last Interaction data will be, making at-risk account filtering reliable.
Use the Interaction Date filter regularly. Set up a saved view filtered to contacts with no interaction in the last 14 or 30 days to make proactive outreach part of your routine.
If you had a custom "Contactmoment" activity, ask your admin to map it to the relevant interaction type in Configuration. Until this is done, historical Contactmoment activity will not appear in the Interactions timeline or count towards the Last Interaction.
Managers: use the Interaction Volume by Rep widget to review team activity at a glance without needing to ask reps to self-report.
Quick Summary
Interactions lets you log and track customer touchpoints (calls, visits, emails, and messages) against any contact or company record in Tribe CRM. The Last Interaction link and Interaction Date list view filter make it straightforward to identify accounts that need attention, while dashboard widgets give managers visibility into team activity over time. Admins can configure which activity types count as interactions, including mapping existing custom activities to the new feature.